Carlyle Secured Lending, Inc. (CGBD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

61,222,881Shares Outstanding

821,458Shares held by institutions

$9,652,132Value of institutional holdings

41.27%Institutional ownership %

11.63%Shares Changed QoQ

139No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 139 institutions have reported a stake in Carlyle Secured Lending, Inc. (NASDAQ:CGBD) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in Carlyle Secured Lending edged down to 41.3% in December 2025, compared to 42.2% in September 2025.
Institutional share ownership changed by 11.63% QoQ, while the number of institutional owners saw an increase of 19.83% YoY.
The latest 13F cycle for Carlyle Secured Lending reveals that of 139 total investors, 70 funds grew their exposure, whereas 42 reduced theirs and 27 made no changes.
Collectively, institutional investors increased their stake in Carlyle Secured Lending to 25.27Mn shares as of December 2025, a change that is up by 2.63Mn shares quarter on quarter and up 11.82Mn shares year over year.
Creative Planning's holding of 3.47Mn shares as of December 31, 2025 makes it the primary institutional investor in Carlyle Secured Lending, owning 5.66% of the stock.
Among the most significant buyers of Carlyle Secured Lending during December 2025 were RIVERNORTH CAPITAL MANAGEMENT, LLC (699.59K), TORONTO DOMINION BANK (500.00K), North Ground Capital (436.09K), JANE STREET GROUP, LLC (314.37K), Closed-End Fund Advisors, Inc. (255.44K).
Leading sellers of Carlyle Secured Lending stock in December 2025 included Creative Planning (1.17Mn), BANK OF AMERICA CORP /DE/ (328.97K), TWO SIGMA ADVISERS, LP (184.20K), VAN ECK ASSOCIATES CORP (137.25K), ROYAL BANK OF CANADA (118.24K).
The top 10 institutional holders of Carlyle Secured Lending for the quarter ending December 2025 included Creative Planning (3.47Mn), MORGAN STANLEY (2.57Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.90Mn), VAN ECK ASSOCIATES CORP (1.69Mn), CHOREO, LLC (1.39Mn), North Ground Capital (912.22K), UBS Group AG (862.26K), TWO SIGMA INVESTMENTS, LP (737.40K), Muzinich & Co., Inc. (736.44K), Mariner, LLC (543.89K).

139 Institutional Holders

821,458 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Creative Planning	31 Dec, 2025	3,466,030	-1,165,420	-25.16%	$43,290,719.00
MORGAN STANLEY	31 Dec, 2025	2,574,644	161,973	6.71%	$32,157,304.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,900,728	699,586	58.24%	$23,740,092.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	1,692,268	-137,251	-7.50%	$21,136.00
CHOREO, LLC	31 Dec, 2025	1,385,100	-73,608	-5.05%	$17,604,627.00
North Ground Capital	31 Dec, 2025	912,220	436,086	91.59%	$11,393,628.00
UBS Group AG	31 Dec, 2025	862,260	226,776	35.69%	$10,769,627.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	737,400	9,830	1.35%	$9,210,126.00
Muzinich & Co., Inc.	31 Dec, 2025	736,442	236,524	47.31%	$9,198,165.00
Mariner, LLC	31 Dec, 2025	543,895	874	0.16%	$6,839,777.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	519,735	101,242	24.19%	$6,491,490.00
Legal & General Group Plc	31 Dec, 2025	518,842	78,404	17.80%	$6,488,119.00
TORONTO DOMINION BANK	31 Dec, 2025	500,000	500,000	0.00%	$6,245,000.00
BlackRock, Inc.	31 Dec, 2025	494,132	1,003	0.20%	$6,171,709.00
Alpine Global Management, LLC	31 Dec, 2025	457,342	206,733	82.49%	$5,712,202.00
Rockefeller Capital Management L.P.	31 Dec, 2025	428,516	96,245	28.97%	$5,352,168.00
LSV ASSET MANAGEMENT	31 Dec, 2025	366,750	-26,700	-6.79%	$4,581.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	344,421	-328,968	-48.85%	$4,301,814.00
JANE STREET GROUP, LLC	31 Dec, 2025	314,373	314,373	0.00%	$3,926,518.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	300,500	-184,200	-38.00%	$3,753,245.00

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